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Revenue may disappoint, but a sharp margin rebound and record AI orders could matter more.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Super Micro Stock Faces Big Test as Wall Street Awaits Aug. 11 Earnings
Analysts favor Palantir ahead of earnings.
Super Micro Heads Into Earnings With Bulls and Bears at Odds
Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...
The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.
The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.
Optimism grew ahead of July 23 earnings, supported by Nokia's AI networking initiatives.
Super Micro Computer is set to unveil its fourth-quarter results soon, with analysts predicting a double-digit earnings surge.
Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.
All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded
AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.
$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.
High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.
Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.